going deeper

How to make tax time less painful

By: Becky

Like it or not, taxes are a part of life. Benjamin Franklin said in a letter in 1789, “In this world nothing can be said to be certain, except death and taxes.” And he was right.

But what doesn’t have to be certain is a painful tax prep experience. With the right tools—and the right tax pro walking you through the process—preparing and filing your taxes can be a breeze!

To help you get started, we’ve created our very own Personal Tax Preparation Checklist. It takes you through every kind of document you’ll need to prepare your personal taxes—documents related to personal information, income and deductions.

This year, don’t let April 18 stress you out or sneak up on you. Use our checklist to begin gathering tax documents early in the season—then be confident knowing you have everything your tax pro will need to prepare your taxes easily, quickly and early. So when April 18 does arrive, it’ll be just another day on the calendar.